What We Do
We request as much information as possible to gain an overview of the investment required and its potential of success. We do not want to waste anyone’s time trying to obtain investment for a project that has fundamental flaws. If any flaws can be overcome we will advise the client accordingly with the hope that the business model can be amended. If not then we do not take the project forward. Once we fully understand the proposal and the investment requirements we may talk informally with some of the investors we know to ascertain potential levels of interest.
We request our Funding Intermediary Agreement is executed and make arrangements to meet the clients or see the project if required. We prepare the initial presentation documents from the information sent to us as it is crucial this first document is in a format with content that is applicable and relevant to an investor.
Once we receive positive feedback from an investor we arrange a conference call or face to face meeting with the client and the investor as it’s the client’s responsibility to actually sell the project to the investor, our role is to get the investors to the table, the clients role is to demonstrate they can deliver on their business plan and are a sound investment for the investor.
Only when a client is completely comfortable with the preferred investor do they officially instruct that investor to proceed and we work with the client to prepare the comprehensive formal submission documents package. We work with the client and the investor through the due diligence process with the aim of working to the execution of the investment documentation as expeditiously as possible.